| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 N MCMULLEN BOOTH RD STE · CLEARWATER, FL 33759 | Contract Administrator | $183,243 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,637 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $50,689 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 99 353 N CLARK ST · CHICAGO, IL 60654 | Other Fees | $8,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,348 | $145,513-97.0% | $184,256-97.6% | $99,313-95.6% |
| Participation rate | 87.0% | 90.3%-3.3pp | 86.8%+0.2pp | 71.7%+15.3pp |
| Annual return | 93.95% | 21.25%+72.7pp | 28.85%+65.1pp | 17.67%+76.3pp |
| Employer contribution / active EE | $843 | $5,354-84.2% | $6,427-86.9% | $3,264-74.2% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,133-100.0% | $5,346-100.0% |
| Admin fee / account holder | $49 | $78-37.4% | $13,899-99.6% | $109-55.4% |